COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

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Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Gold Nuggets: Valuable Financial Tips From Wealth Advisor Michael Gold

Everyone loves a success story. Michael Gold, founder and wealth advisor of Gold Family Wealth, is one of those stories. He grew up in a tiny apartment in Queens, sharing a bedroom with his older sister. He struggled throughout his youth, trying and failing to overcome lackluster education …

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For Michael Gold, president and CEO of Gold Family Wealth, clients become family. He is on a mission every day to enrich their lives and enhance their experience by delivering massive value in helping them realize their financial goals, while working to preserve and safeguard their wealth. …

Why You Might Need To Fix Your Family Trusts

“Trusts can be very powerful tools to transfer and protect family wealth for future generations,” says Michael Gold, president and CEO of Gold Family Wealth, a leading wealth management boutique. “Sometimes families end up becoming unhappy with their trusts because they proved to be the wro …

Why Many Entrepreneurs Are Missing Opportunities To Maximize Their Wealth

One of the driving forces behind much of entrepreneurship is the possibility to become affluent. There are certainly other strong motivating factors such as the desire to be creative and being in control. Still, becoming wealthy is regularly near the top of the list. However, in study upon …

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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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